Category Performance Report Cover Letter

Clients/Clients Only, Economy, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Fourth Quarter 2021 Review, Looking Ahead, Private Policy

Fourth Quarter 2021 Review

John Kvale CFA, CFP
January 10, 2022

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Q 3 2021 Review – Let the Taper Begin, Interest Rates, Bumpy Season

Q 2 2021 Review

John Kvale CFA, CFP
October 6, 2021

Clients/Clients Only, Economy, FOMC, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Q 2 2021 Review – Return to Normal, Inflation Here to Stay or Transitory

Q 2 2021 Review

John Kvale CFA, CFP
July 12, 2021

Clients/Clients Only, Economy, FOMC, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Q 1 2021 Review – Three V’s: Vaccine, Volume of Money, Valuation

Q 1 2021 Review - Cover Letter

John Kvale CFA, CFP
April 12, 2021

Clients/Clients Only, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Q 4 2020 Review and Annual Private Policy

Q 4 2020 Review - Cover Letter

John Kvale CFA, CFP
January 11, 2021

Clients/Clients Only, Investing/Financial Planning, John Kvale, Performance Report Cover Letter, Personal

Q 3 2020 Cover Letter

Q 3 2020 Cover Letter

John Kvale CFA, CFP
October 12, 2020

Clients/Clients Only, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Q 2 2020 Quarterly Review Cover Letter –

Q 2 2020 Quarterly Review Cover

John Kvale CFA, CFP
July 8, 2020

Clients/Clients Only, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Q 1 2020 Quarterly Review Cover Letter –

Q 1 2020 Quarterly Review Cover

John Kvale CFA, CFP
April 13, 2020

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter

Q 4 Quarterly Review Cover Letter – Private Policy

Q 4 Quarterly Review Cover Letter Private Policy

John Kvale CFA, CFP
January 10, 2020

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Performance Report Cover Letter, Tax Related

Q 3 Quarterly Review Cover Letter

Q 2 Quarterly Review Cover Letter

John Kvale CFA, CFP
October 7, 2019